Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,652 | $50,106-52.8% | $69,779-66.1% | $57,661-59.0% |
| Participation rate | 99.6% | 70.9%+28.8pp | 71.8%+27.8pp | 70.2%+29.4pp |
| Annual return | 3.10% | 14.58%-11.5pp | 12.99%-9.9pp | 5.13%-2.0pp |
| Employer contribution / active EE | $2,364 | $1,739+35.9% | $2,338+1.1% | $1,974+19.8% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $89-99.1% | $4,381-100.0% | $95-99.1% |